HDFC Business Cycle Fund - IDCW - Regular Plan

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  • 0.46 %Nav, as on 21-05-2025

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  • Net Change on 21-05-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview IDCW | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

To provide long-term capital appreciation by investing predominantly in equity and equity related securities with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential India Opportunities Fund - IDCW Option Jan 15, 2019 13.90 26.11 33.02 1.61 27,197.33
Franklin INDIA OPPORTUNITIES FUND - IDCW Feb 21, 2000 Unrated 7.14 34.33 34.04 1.79 6,484.96
ICICI Prudential Manufacturing Fund - IDCW Option Oct 11, 2018 1.89 26.26 33.13 1.83 6,230.97
SBI ESG Exclusionary Strategy Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 1991 Unrated 8.18 16.68 22.59 1.94 5,555.82
Aditya Birla Sun Life PSU Equity Fund-Regular - Payout of IDCW Dec 30, 2019 -5.28 31.05 34.91 1.80 5,390.83

Fund Holdings as on 30-April-2025

  • ICICI Bank Ltd.

  • Bharti Airtel Ltd.

  • Tata Motors Ltd.

  • TREPS - Tri-party Repo

  • Axis Bank Ltd.

  • Eternal Limited

  • HDFC Bank Ltd.£

  • Kotak Mahindra Bank Limited

  • Fortis Healthcare Limited

  • JSW Energy Ltd.

  • Adani Ports & Special Economic Zone

  • Embassy Office Parks REIT

  • Larsen and Toubro Ltd.

  • Indusind Bank Ltd.

  • Cholamandalam Investment & Finance Co. Ltd.

  • Titan Company Ltd.

  • HCL Technologies Ltd.

  • MANKIND PHARMA LIMITED

  • Aptus Value Housing Finance India Ltd

  • InterGlobe Aviation Ltd.

  • Infosys Limited

  • Ambuja Cements Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Au Small Finance Bank Ltd.

  • Godrej Properties Ltd.

  • Lupin Ltd.

  • Aditya Birla Real Estate Limited

  • DLF LIMITED

  • JNK India Limited

  • Aether Industries Ltd

  • Balkrishna Industries Ltd.

  • Aadhar Housing Finance Limited

  • Indraprastha Gas Ltd.

  • Piramal Pharma Limited

  • RHI MAGNESITA INDIA Limited

  • Brainbees Solutions Limited (FirstCry)

  • G R Infraprojects Limited

  • Astral Limited

  • Westlife Foodworld Limited

  • ACME Solar Holdings Limited

  • Afcons Infrastructure Limited

  • ESCORTS KUBOTA LIMITED

  • PNC Infratech Ltd.

  • Inventurus Knowledge Solutions Limited

  • Ola Electric Mobility Limited

  • Ceigall India Limited

  • Cummins India Ltd.

  • Hexaware Technologies Ltd.

  • SULA VINEYARDS LIMITED

  • AWFIS SPACE SOLUTIONS LIMITED

  • Siemens Ltd.

  • Techno Electric & Engin. Co. Ltd.

  • Delhivery Limited

  • Crompton Greaves Consumer Elec. Ltd.

  • Siemens Energy India Limited

  • Home First Finance Company India Ltd

  • CG Power and Industrial Solutions Ltd.

  • Blue Dart Express Ltd.

  • Timken India Ltd.

  • Grindwell Norton Ltd.

  • SAPPHIRE FOODS INDIA LIMITED

  • ABB India Ltd.

  • Whirlpool of India Ltd.

  • Vedant Fashions Ltd

  • Sai Life Sciences Limited

  • Sagility India Limited

  • Net Current Assets

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  • Bank - Private

  • Telecommunication - Service Provider

  • Automobiles-Trucks/Lcv

  • Miscellaneous

  • e-Commerce

  • Pharmaceuticals & Drugs

  • Engineering - Construction

  • IT - Software

  • Power Generation/Distribution

  • Finance - Housing

  • Hospital & Healthcare Services

  • Port

  • Finance - NBFC

  • Construction - Real Estate

  • Diamond & Jewellery

  • Airlines

  • Cement & Construction Materials

  • Diversified

  • Engineering - Industrial Equipments

  • Chemicals

  • Electric Equipment

  • Tyres & Allied

  • Gas Transmission/Marketing

  • Refractories

  • Courier Services

  • Restaurants

  • Plastic Products

  • Consumer Durables - Domestic Appliances

  • Business Support

  • Automobiles-Tractors

  • BPO/ITeS

  • Automobile Two & Three Wheelers

  • Diesel Engines

  • Breweries & Distilleries

  • Unspecified

  • Bearings

  • Abrasives

  • Consumer Food

  • Textile

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Fund Manager

  • Cash

  • Equity

  • REITs & InvITs

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About HDFC Business Cycle Fund

Scheme Analysis

HDFC Business Cycle Fund is a Equity - Thematic Fund - Other fund and belongs to HDFC Mutual Fund. It was launched on 30-Nov-2022 and currently has an AUM of ₹2,796.05 crore. HDFC Business Cycle Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as secondary index.

The NAV of HDFC Business Cycle Fund ended up ₹0.06(0.46%)yesterday to ₹14.073.

Among its top 3 holdings the fund has exposure to ICICI Bank Ltd., and

The HDFC Business Cycle Fund is managed by Rahul Baijal .

Fund House Contact

HDFC House, 2nd floor, H.T. Parekh Marg, 165-166 Backbay Reclamation, Churchgate Mumbai - 400 020

+91 (22) 66316333
cliser@hdfcindia.com
+91 (22) 22821144